Virtual Relationship Manager

The Relationship Manager (Virtual Stores) will be assigned a portfolio of high-net worth clients (Preferred clients) of the bank. They will act as a trusted financial advisor to their client’s personal financial needs, discuss major financial goals of clients to better understand their objectives, recommend suitable “off-the-shelf” solutions, and update clients on their portfolio activity and success. They wil be responsible for growing and managing their portfolio to achieve growth in total funds, achieve profit, increase share of wallet, deepen product penetration, and attend to the client’s service requests to maintain strong relationships. As a Virtual Relationship Manager, they will champion excellent customer journeys by utilizing sophisticated CRM and telephony systems.

Responsibilities:

• Manages and grows a defined portfolio of Preferred Banking clients through active engagement across all platforms, provide...